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How it works
Your ZohoCRM account
We take the data from ZohoCRM and create beatiful insights
The insights are available on dashboards and can be attached to your Key results.
Your Key result
The Key results gets updated automatically every day, so you don't need to worry about it.
Here are the insights that are available Out-of-the-box
Zoho CRM lead sources
Performance of lead sources by size
Zoho CRM stages
Summary of pipeline stages - total deals in each stage and total value of all deals in the stage
Zoho CRM open potentials
Total number, value, average potential amount. Summary of open potentials by their probability of closing.
Zoho CRM bookings
Bookigns in Zoho CRM
Zoho CRM lost potentials
Lost potentials in Zoho CRM
Zoho CRM lead source contribution to Sales
Summary of how lead sources contribute to won potentials
Zoho CRM top 5 accounts
Top 5 accounts in Zoho CRM by won potentials
Open potentials as Bubble
Correlation between probability, days in pipeline, deal size and stage